Relationship Manager- Retail

4 weeks ago

Kochi, India Taurus Mutual Fund Full time

Position Relationship Manager - Retail

Experience 3-5 years

Department- Sales

Location- Cochin

CTC Range As per industry standards


Job Role-

Develop and implement strategy to achieve planned growth objectives for the IFA channel.

- Acquisition of New IFAs in the system for B2B sales, which needs to be a continuous and ongoing process.

- Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM.

- Develop, execute, and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities, and risk appetite.

- Ensuring that there is consistent mobilization achieved for all the schemes of the company.

- Assume full accountabilities for all aspects of sales in their respective channel.

- Help in establishing and communicating a strong and vibrant brand.

- Ensuring increase in Market share in the IFA channel business.

- The primary responsibility of an RM is selling products at the location assigned and; exploring new areas in and around the identified location.

- Focus on building relationships and strong stakeholder connect for generating sales.

- Responsible for achieving Sales Targets, Sales patterns in the market.

- Market & industry analysis, Generating & increasing sales.

- Prospecting of customers through new client acquisition, networking, and business references in an open market.

- To penetrate all targeted key accounts and originate upselling opportunities.

- Ensure adherence to sales processes and requirements.

- Achievement of monthly, quarterly & yearly business plan

- Plan and carry out effective distributor engagement activities & training programs on a periodic basis.


Knowledge & Essential Skills:

• Quick thinking and problem-solving skills

• Able to work independently and as a team player

• Excellent verbal communication skills and active listening skills

• Account Management skills, Excellent Presentation Skills

• Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.

• Thorough understanding of regulatory framework and Taxation Laws

• Positive and enthusiastic attitude • Customer focus and result oriented approach.

• At least 2 years of Mutual Fund sales through IFAs/ NDs/ Banks Knowledge

Minimum Qualification : MBA; or master’s in financial services, Marketing, Economics; or Relevant certification related to BFSI industry.

• NISM VA Certification is a must.

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